Tender &
Quotation
Approval
From email chains and Excel to a governed, self-service procurement platform
Procurement ran on email, Excel, and memory
Tender and quotation approvals across the group's 10 plants were entirely manual — requests initiated by email, documents attached as Excel files, approval status tracked by whoever remembered to follow up.
For management, there was no consolidated view. Approvers — GM, Director, and MD level — lost track of what was pending. No side-by-side supplier comparison without manually collating spreadsheets. No audit trail to reconstruct decisions after the fact.
The process worked until it didn't. Missed approvals, delayed procurement, and zero visibility at the top.
A governed procurement platform.
Replace the email-and-Excel process with a structured, multi-plant procurement approval platform built on the low-code enterprise platform — standardising the workflow across 10 plants, giving approvers a single interface, and establishing governed master data that all downstream applications could reuse.
The solution had three parts: a procurement request form purpose-designed for adoption (not just compliance), a custom UX layer that consolidated approver context into a single view, and Vendor and Material Master data synced from the core ERP as the shared data foundation for the platform.
Adoption first. Workflow second.
The technical migration to the low-code platform was straightforward. The harder problem was adoption. Procurement forms are complex — unit pricing, tax, currency exchange rates, supplier comparison across multiple quotations. A clunky form would get abandoned.
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